See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,925 | $111,724-41.9% | $93,606-30.6% | $145,922-55.5% |
| Participation rate | 62.5% | 74.2%-11.7pp | 68.7%-6.2pp | 80.3%-17.8pp |
| Annual return | 6.76% | 202.98%-196.2pp | 133.20%-126.4pp | 561.29%-554.5pp |
| Employer contribution / active EE | $3,777 | $3,090+22.3% | $2,420+56.1% | $4,660-18.9% |
| Participant deferral / active EE | $929 | $4,912-81.1% | $4,411-78.9% | $6,688-86.1% |
| Admin fee / account holder | $16,761 | $10,250+63.5% | $8,285+102.3% | $13,397+25.1% |